Jacob Robertson

Senior Client Relations Associate Client Service
Leawood, KS


Jacob Robertson is a senior client relations associate at Tortoise. He is responsible for maintaining communications with private client investors across all of Tortoise's investment vehicles and expertise. Previously, Mr. Robertson was a financial advisor at Ameriprise Financial, where he helped clients with financial planning, investments and risk management strategies. His prior experience also includes serving as a mortgage loan consultant for Principal Residential Mortgage, Wells Fargo Home Mortgage and Homestead Financial Mortgage. Jacob has a Bachelor of Arts degree in psychology from the University of Missouri-Columbia and holds Series 7 and 66 licenses. He serves on the Athletic Board at Our Lady of Presentation Catholic School and also volunteers at Lee’s Summit, Mo. High School varsity football events.

Jacob Robertson

5100 W. 115th Place

Leawood, KS 66211

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